· Engaging with distributors (IFA / Banks / ND’s) to garner sales.

· Manage direct selling to cater to the HNI customers in the area.

· Leverage on market prospects and develop current client relationships and accounts

· Identify & empanel recent IFA in the area.
Plan, develop and implement business strategies for overall growth of the area allocated & the distributors & bank RM’s in that area, with the objective of improving sales and enabling business expansion

· Enlarge the scope of existing Distributor relationships and penetrate deeper into the Non-Active Distributors

· Handle branch IR & DS activities with the help of office staff / trainee

· Relationship management and brand building exercises that enhance visibility and goodwill

· 3 years of relevant selling experience.





· Proven track record of client value creation

· Exemplary communication and client engagement skills

· Domain knowledge of investments / mutual funds necessary.

Educational Qualifications

· MBA/PGDM – Finance and/or Marketing

· The candidate must have good communication & presentation skills.

· The candidate should have experience in Mutual Fund Sales & sound knowledge of Mutual Fund Products.

· The ideal candidates should have knowledge of Capital Markets & value creation for clients.

· Self-starter, proactive & target oriented behaviour will be appreciated.

· AMFI certified – NISM VA

📌 Relationship Manager Bengaluru
🏢 Important Group
📍 Bengaluru